Senior Accountant, Outsourced Accounting - Real Estate Industry Clients
Wipfli 4.3
Senior accountant job at Wipfli
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Responsibilities:
Facilitate day-to-day financial reporting accuracy for assigned clients using available tools to ensure efficient workflow and timely processing.
Assist with complex general ledgers, identifying missing transactions and trends to ensure accuracy.
Guide the review and approval of account classifications.
Review balance sheets for accuracy and coordinate resolution of discrepancies.
Prepare and/or review initial drafts of monthly reporting packages, including KPIs and metrics.
Assist with finalization of month-end close.
Maintain and update client procedure manuals as directed to ensure proper documentation.
Prepare and/or review workpapers and schedules to ensure completeness.
Participate in cross-team collaboration and support process improvements.
Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints.
Knowledge, Skills and Abilities
Base Qualifications
Bachelor's degree in accounting, finance, or related field.
Minimum of 3 years of accounting experience, with a focus on financial reporting and general ledger management.
Professional certification (e.g. CPA, CMA) preferred.
Strong understanding of GAAP and month-end close processes.
Excellent analytical and problem-solving skills.
Proficient in accounting software and Microsoft Office Suite.
Strong communication and interpersonal skills.
Ability to manage multiple priorities and meet deadlines
Estella Anderson, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-REMOTE
#LI-EA1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $109,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$66k-109k yearly Auto-Apply 10d ago
Looking for a job?
Let Zippia find it for you.
Senior Accountant, Tax
Wipfli 4.3
Senior accountant job at Wipfli
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2-3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 13d ago
Staff Accountant - Attest (Audit)
EFPR 4.0
Rochester, NY jobs
EFPR Group is seeking entry level Staff Accountants to join its Auditing team in Buffalo. The staff accountant will be responsible for insuring assigned engagements are completed in a timely fashion using the resources provided by the firm while maintaining the standards set forth by the firm's quality control document. The Company offers a unique environment that fosters individual growth and rewards performance.
Job Duties to include the following, but not limited to:
Responsible for insuring the assigned engagements are completed timely and with minimal error
Interact with clients to facilitate workflow
Conduct research, maintain proficiency in professional standards and develop expertise within the firm
Learn and adhere to the firm's policies and procedures
Help to develop a responsible and trained staff by providing assistance on recruiting, mentoring and professional development programs
Prepare audit files and documents.
Perform audit programs on assigned audit areas.
Complete audit workpapers using client provided documents.
Review and inspect completed financial statements.
*Flexible Schedule and Remote opportunities available
Requirements
Education Requirements:
BS/MS Accounting Graduate
Preferred Skills:
Exceptional customer service skills.
Self-starter with the ability to handle and manage multiple priorities.
Strong organizational, problem-solving, and analytical skills.
Experience with ProSystems Engagement software is a plus.
Proficient computer skills in:
Creative Solutions
QuickBooks
Sage Accounting
Excel
Word
Attention to detail and accuracy.
Excellent organizational and verbal and written communication skills.
Multi-tasking.
Strong communication skills.
Interpersonal skills for facilitating all firm billing with partners, bill managers and clients.
Possess the ability to listen and handle elevated situations as they arise and maintain professionalism in difficult conversations with staff and clients.
Ability to work in a fast paced, due date oriented environment.
Extreme confidentiality required.
Ask appropriate questions as needed
Work Location
The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely.
Benefits & Perks
The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here.
Confidentiality Commitment
*All inquiries and resume submissions are handled with the utmost confidentiality and discretion.*
EFPR Group LLP is an Equal Opportunity Employer.
No phone calls please.
$61k-75k yearly est. 60d+ ago
Staff Accountant - Tax & Business Services
EFPR 4.0
Rochester, NY jobs
About the Opportunity
EFPR Group is seeking Staff Accountants, with 1-3 years of experience in public accounting to join its Tax and Business Services Team.
Work on multiple client engagements, preparing and reviewing complex business and individual tax returns while providing innovative tax planning and compliance services.
Build effective client relationships and identify tax issues, research solutions, and deliver timely, high-quality service.
Participate in staff development, including training and mentoring interns, while continuously learning new tax skills across a diverse client base.
*Flexible Schedule and Remote opportunities available
Requirements
Qualifications:
Bachelor's Degree in Accounting, with progress towards or completion of CPA licensure; a Master's Degree is a plus.
Effective leadership and interpersonal skills, with strong organizational and analytical capabilities.
Proficient in tax research and accounting software, including ProSystems Engagement, Creative Solutions, QuickBooks, Sage Accounting, Excel, and Word.
Exceptional customer service and communication skills, with the ability to manage multiple priorities in a fast-paced environment.
Attention to detail and professionalism, ensuring extreme confidentiality and effective handling of elevated situations.
Work Location
The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely.
Benefits & Perks
The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here.
Confidentiality Commitment
*All inquiries and resume submissions are handled with the utmost confidentiality and discretion.*
EFPR Group LLP is an Equal Opportunity Employer.
No phone calls please.
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are looking to hire an Accounting Manager with Healthcare Industry experience to join our Outsourced Accounting & CFO practice, in a fully remote role. As an Accounting Manager, you will help our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.
Please note that this is a fully-remote position, but you must be available to work Eastern and/or Central time zones.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What work you will be responsible for:
Assist in the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
Prepare financial information or direct preparation of financial information by staff.
Prepare financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
Monitor ratio and key performance indicators (KPI).
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions.
Lead projects for audit, due diligence, system selection, and other consulting projects.
Become an industry professional and attend industry-leading events and trainings.
Maintain knowledge of the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Assist in business development process including meetings with prospective clients
Assist in hiring and training of departmental staff
Basic qualifications:
BA/BS degree in accounting or related field required
4+ of relevant accounting, audit and/or financial statements experience
Accounting back-office experience
1+ years of prior supervisory experience
Preferred/Desired qualifications:
Relevant experience in the Healthcare Industry (provider networks) is highly preferred
Public accounting experience is preferred
CPA certification or exams passed is preferred
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks or Intacct experience is preferred.
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
Strong organization skills/goal orientation/self-motivation.
Ability to handle multiple client files and deadlines at one time.
Ability to handle pressure in a positive professional manner.
Excellent interpersonal skills.
Communication that is clear, concise, and considerate of the needs of others.
Ability to work cooperatively with others and value the different contributions people make.
Proven success in managing work and key client relationships to exceed client expectations.
Ability to perform in challenging situations in a positive professional manner.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
For Minnesota, Colorado and Illinois, the expected salary range for this position is between $89,637 and $119,456. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
About our Outsourced Services Team:
The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals.
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450+ partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:Minneapolis
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
$89.6k-119.5k yearly Auto-Apply 17d ago
Staff Accountant - Tax & Business Services
EFPR 4.0
Williamsville, NY jobs
About the Opportunity
EFPR Group is seeking Staff Accountants, with 1-3 years of experience in public accounting to join its Tax and Business Services Team.
Work on multiple client engagements, preparing and reviewing complex business and individual tax returns while providing innovative tax planning and compliance services.
Build effective client relationships and identify tax issues, research solutions, and deliver timely, high-quality service.
Participate in staff development, including training and mentoring interns, while continuously learning new tax skills across a diverse client base.
*Flexible Schedule and Remote opportunities available
Requirements
Qualifications:
Bachelor's Degree in Accounting, with progress towards or completion of CPA licensure; a Master's Degree is a plus.
Effective leadership and interpersonal skills, with strong organizational and analytical capabilities.
Proficient in tax research and accounting software, including ProSystems Engagement, Creative Solutions, QuickBooks, Sage Accounting, Excel, and Word.
Exceptional customer service and communication skills, with the ability to manage multiple priorities in a fast-paced environment.
Attention to detail and professionalism, ensuring extreme confidentiality and effective handling of elevated situations.
Work Location
The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely.
Benefits & Perks
The Firm offers a competitive compensation and benefits package, as well as excellent opportunities for career development and advancement. For a list of employee benefits, please visit our website, here.
Confidentiality Commitment
*All inquiries and resume submissions are handled with the utmost confidentiality and discretion.*
EFPR Group LLP is an Equal Opportunity Employer.
No phone calls please.
$61k-75k yearly est. 60d+ ago
Senior Accountant, Outsourced Accounting - Real Estate Industry Clients
Wipfli LLP 4.3
Senior accountant job at Wipfli
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Responsibilities:
+ Facilitate day-to-day financial reporting accuracy for assigned clients using available tools to ensure efficient workflow and timely processing.
+ Assist with complex general ledgers, identifying missing transactions and trends to ensure accuracy.
+ Guide the review and approval of account classifications.
+ Review balance sheets for accuracy and coordinate resolution of discrepancies.
+ Prepare and/or review initial drafts of monthly reporting packages, including KPIs and metrics.
+ Assist with finalization of month-end close.
+ Maintain and update client procedure manuals as directed to ensure proper documentation.
+ Prepare and/or review workpapers and schedules to ensure completeness.
+ Participate in cross-team collaboration and support process improvements.
+ Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints.
Knowledge, Skills and Abilities
Base Qualifications
+ Bachelor's degree in accounting, finance, or related field.
+ Minimum of 3 years of accounting experience, with a focus on financial reporting and general ledger management.
+ Professional certification (e.g. CPA, CMA) preferred.
+ Strong understanding of GAAP and month-end close processes.
+ Excellent analytical and problem-solving skills.
+ Proficient in accounting software and Microsoft Office Suite.
+ Strong communication and interpersonal skills.
+ Ability to manage multiple priorities and meet deadlines
Estella Anderson, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************** page to connect!
#LI-REMOTE
#LI-EA1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email ***************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $109,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS
Job ID 2025-7245
Category Outsourced Accounting
Remote Yes
$66k-109k yearly 60d+ ago
Senior Associate, Client Accounting Services-Small Business
Baker Tilly Virchow Krause, LLP 4.6
Milwaukee, WI jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities:
* Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
* Support team where needed in accomplishing client deliverables
* Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, unique reporting requirements, etc.)
* Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
* Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
* Oversight of Associate Accountants on client engagements and review of related Associate deliverables
* Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
* Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
* Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
* Execute on defined processes and procedures and share ideas or recommendations for improvements
* Maintain and expand knowledge base of accounting principles and practices
* Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
Qualifications:
* Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.
* 2-4 years of experience in accounting, bookkeeping, or related field desired. Professional services experience, preferred.
* Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
* Experience in QuickBooks, Sage Intacct, BILL, Ramp, NetSuite and/or Expensify a plus
* Experience and knowledge working within MS Office Suite
* Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
* Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
* Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
* Strong adaptability and multi-tasking skills
* Ability to learn new technology and processes quickly
* Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
* A desire to work independently with clients
* Ability to work limited overtime as needed
$58k-75k yearly est. Auto-Apply 14d ago
Senior Associate- Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Milwaukee, WI jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way?
Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices.
In this role, you will work in a cloud based environment and serve as a SeniorAccounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
What you will do:
The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following:
* Prepare and deliver monthly financial reporting package for each assigned property
* Maintain accounting records for ownership entities holding real estate assets
* Monitor compliance of certain ownership, debt and other agreements
* Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required
* Prepare and analyze periodic excess net cash flow distribution calculations
* Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
* Prepare data to support the annual financial statement audit and preparation of tax returns
* Assist in preparation and review of annual budget
* Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities
* Input and setup all new leases and lease renewals in property management software
* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
* Bachelor's degree in accounting
* Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)
* Development/Construction accounting background is preferred
* Intermediate to advance with MS Office software/Excel
* Experience with MRI or Yardi preferred
* Excellent analytical, technical and problem solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Eligibility to work in the U.S., without sponsorship, highly preferred
#LI-AB1
#LI-Hybrid
$58k-75k yearly est. Auto-Apply 28d ago
Senior Associate, Client Accounting Services-Small Business
Baker Tilly Virchow Krause, LLP 4.6
Wisconsin jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities:
* Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
* Support team where needed in accomplishing client deliverables
* Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, unique reporting requirements, etc.)
* Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
* Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
* Oversight of Associate Accountants on client engagements and review of related Associate deliverables
* Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
* Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
* Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
* Execute on defined processes and procedures and share ideas or recommendations for improvements
* Maintain and expand knowledge base of accounting principles and practices
* Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
Qualifications:
* Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.
* 2-4 years of experience in accounting, bookkeeping, or related field desired. Professional services experience, preferred.
* Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
* Experience in QuickBooks, Sage Intacct, BILL, Ramp, NetSuite and/or Expensify a plus
* Experience and knowledge working within MS Office Suite
* Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
* Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
* Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
* Strong adaptability and multi-tasking skills
* Ability to learn new technology and processes quickly
* Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
* A desire to work independently with clients
* Ability to work limited overtime as needed
$58k-74k yearly est. Auto-Apply 14d ago
Senior Associate- Client Accounting Services, Real Estate
Baker Tilly Virchow Krause, LLP 4.6
Wisconsin jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way?
Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices.
In this role, you will work in a cloud based environment and serve as a SeniorAccounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
You will enjoy this role if:
* You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants
What you will do:
The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following:
* Prepare and deliver monthly financial reporting package for each assigned property
* Maintain accounting records for ownership entities holding real estate assets
* Monitor compliance of certain ownership, debt and other agreements
* Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required
* Prepare and analyze periodic excess net cash flow distribution calculations
* Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
* Prepare data to support the annual financial statement audit and preparation of tax returns
* Assist in preparation and review of annual budget
* Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities
* Input and setup all new leases and lease renewals in property management software
* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
* Bachelor's degree in accounting
* Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)
* Development/Construction accounting background is preferred
* Intermediate to advance with MS Office software/Excel
* Experience with MRI or Yardi preferred
* Excellent analytical, technical and problem solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Eligibility to work in the U.S., without sponsorship, highly preferred
#LI-AB1
#LI-Hybrid
$58k-74k yearly est. Auto-Apply 28d ago
Senior Accountant, Tax - Partnerships
Wipfli LLP 4.3
Senior accountant job at Wipfli
At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
+ Manage and coordinate tax compliance and advisory work for clients.
+ Review Federal and Multi-State Partnership tax returns.
+ Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
+ Consult on technical matters and special projects.
+ Build relationships and communicate effectively with clients to provide superior service.
+ Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
+ Manage, train, and develop staff, and participate in the performance review process.
+ Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
+ Prepare client communications pertaining to engagement planning and requests.
+ Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
+ Communicate with engagement leaders regarding open items or other important matters in a timely manner.
+ Adhere to prescribed budgets and deadlines.
+ Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Additional Responsibilities:
+ Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
+ Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
+ Lead multi-disciplined client service teams for account planning.
+ Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
+ Perform a limited number of tax return interviews as needed.
+ Provide technical assistance to clients.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in accounting or an equivalent combination of education and experience.
+ CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
+ At least 3 years of job-related experience.
+ Subject matter leader in similar accounting and/or tax services.
+ Management and/or mentoring experience with other staff members.
+ Experience making recommendations to management.
+ Prior public accounting experience desired.
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-WI-Madison | US-WI-Wausau | US-WI-Milwaukee | US-GA-Atlanta
Job ID 2025-6962
Category Tax
Remote No
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients.
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and assist clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders
Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
Grow into a deep industry expertise focused on the medical practice space.
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or a related field
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
3-4 years of related experience
Prior experience in healthcare tax preferred
Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 13d ago
Senior Accountant, Tax
Wipfli 4.3
Senior accountant job at Wipfli
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2-3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 13d ago
Senior Accountant, Tax - Partnerships
Wipfli 4.3
Senior accountant job at Wipfli
At Wipfli, people count
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Manage and coordinate tax compliance and advisory work for clients.
Review Federal and Multi-State Partnership tax returns.
Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
Consult on technical matters and special projects.
Build relationships and communicate effectively with clients to provide superior service.
Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
Manage, train, and develop staff, and participate in the performance review process.
Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
Prepare client communications pertaining to engagement planning and requests.
Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
Communicate with engagement leaders regarding open items or other important matters in a timely manner.
Adhere to prescribed budgets and deadlines.
Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Additional Responsibilities:
Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
Lead multi-disciplined client service teams for account planning.
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
Perform a limited number of tax return interviews as needed.
Provide technical assistance to clients.
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in accounting or an equivalent combination of education and experience.
CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
At least 3 years of job-related experience.
Subject matter leader in similar accounting and/or tax services.
Management and/or mentoring experience with other staff members.
Experience making recommendations to management.
Prior public accounting experience desired.
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 13d ago
Manager-Finance and Accounting BPO/Managed Services
Baker Tilly Virchow Krause, LLP 4.6
Milwaukee, WI jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
As a Manager in our Mid Market Outsourced Accounting & Advisory Services practice, you'll be a key leader, providing exceptional, best-in-class financial and accounting expertise to a portfolio of clients. You'll work in a modern, cloud-based environment, leveraging your deep knowledge of finance and accounting operations, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R). You'll act as a strategic business advisor, providing valuable insights and driving process improvements for our clients. You will lead and mentor a team of professionals, ensuring high-quality service delivery and client satisfaction.
Key Responsibilities
* Provide outsourced accounting and advisory services to clients, including financial reporting, budgeting, and forecasting.
* Perform and manage the end-to-end accounting operations, ensuring the timely and accurate preparation of financial reports (monthly, quarterly, and annually) and that all reporting complies with the appropriate accounting frameworks.
* Support the client engagement team, ensuring quality, completeness, and workflows are efficient, streamlined.
* Act as a primary point of contact and business advisor for client leadership (CFOs, Controllers), providing insights based on industry trends and business acumen.
* Maintain a robust system of internal controls to mitigate risk and enhance the accuracy and relevance of financial results.
* Drive process improvement initiatives, utilizing technology and automation to enhance efficiency and effectiveness.
* Coach, train, and mentor staff, promoting teamwork, professional development, and strong client service.
Qualifications
* Experience:
o Six or more years of progressively responsible experience in professional accounting functions is required.
o Experience in public accounting, professional services, or a Business Process Outsourcing (BPO) environment is a plus.
o Experience in a client-facing role is strongly preferred.
* Education & Certifications:
o Bachelor's Degree in Accounting is required.
o CPA or MBA is preferred.
* Skills & Competencies:
o Advanced knowledge of US Generally Accepted Accounting Principles (GAAP).
o Proficiency in ERP systems (Workday, Oracle, or SAP is a plus).
o Excellent communication, leadership, and stakeholder management skills.
o Proven ability to manage teams and mentor staff.
o Experience with Microsoft Suie, financial automation and digital transformation tools is a plus.
$79k-103k yearly est. Auto-Apply 60d+ ago
Senior Accountant, Tax - Partnerships
Wipfli 4.3
Senior accountant job at Wipfli
At Wipfli, people count
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Manage and coordinate tax compliance and advisory work for clients.
Review Federal and Multi-State Partnership tax returns.
Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
Consult on technical matters and special projects.
Build relationships and communicate effectively with clients to provide superior service.
Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
Manage, train, and develop staff, and participate in the performance review process.
Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
Prepare client communications pertaining to engagement planning and requests.
Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
Communicate with engagement leaders regarding open items or other important matters in a timely manner.
Adhere to prescribed budgets and deadlines.
Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Additional Responsibilities:
Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
Lead multi-disciplined client service teams for account planning.
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
Perform a limited number of tax return interviews as needed.
Provide technical assistance to clients.
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in accounting or an equivalent combination of education and experience.
CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
At least 3 years of job-related experience.
Subject matter leader in similar accounting and/or tax services.
Management and/or mentoring experience with other staff members.
Experience making recommendations to management.
Prior public accounting experience desired.
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 13d ago
Manager-Finance and Accounting BPO/Managed Services
Baker Tilly Virchow Krause, LLP 4.6
Wisconsin jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
As a Manager in our Mid Market Outsourced Accounting & Advisory Services practice, you'll be a key leader, providing exceptional, best-in-class financial and accounting expertise to a portfolio of clients. You'll work in a modern, cloud-based environment, leveraging your deep knowledge of finance and accounting operations, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R). You'll act as a strategic business advisor, providing valuable insights and driving process improvements for our clients. You will lead and mentor a team of professionals, ensuring high-quality service delivery and client satisfaction.
Key Responsibilities
* Provide outsourced accounting and advisory services to clients, including financial reporting, budgeting, and forecasting.
* Perform and manage the end-to-end accounting operations, ensuring the timely and accurate preparation of financial reports (monthly, quarterly, and annually) and that all reporting complies with the appropriate accounting frameworks.
* Support the client engagement team, ensuring quality, completeness, and workflows are efficient, streamlined.
* Act as a primary point of contact and business advisor for client leadership (CFOs, Controllers), providing insights based on industry trends and business acumen.
* Maintain a robust system of internal controls to mitigate risk and enhance the accuracy and relevance of financial results.
* Drive process improvement initiatives, utilizing technology and automation to enhance efficiency and effectiveness.
* Coach, train, and mentor staff, promoting teamwork, professional development, and strong client service.
Qualifications
* Experience:
o Six or more years of progressively responsible experience in professional accounting functions is required.
o Experience in public accounting, professional services, or a Business Process Outsourcing (BPO) environment is a plus.
o Experience in a client-facing role is strongly preferred.
* Education & Certifications:
o Bachelor's Degree in Accounting is required.
o CPA or MBA is preferred.
* Skills & Competencies:
o Advanced knowledge of US Generally Accepted Accounting Principles (GAAP).
o Proficiency in ERP systems (Workday, Oracle, or SAP is a plus).
o Excellent communication, leadership, and stakeholder management skills.
o Proven ability to manage teams and mentor staff.
o Experience with Microsoft Suie, financial automation and digital transformation tools is a plus.
$79k-102k yearly est. Auto-Apply 60d+ ago
Senior Accountant, Tax
Wipfli 4.3
Senior accountant job at Wipfli
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2-3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 13d ago
Senior Accountant, Tax
Wipfli LLP 4.3
Senior accountant job at Wipfli
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
+ Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
+ Establish and maintain effective client relationships through regular communications, including on-site visits
+ Adhere to prescribed budgets and deadlines
+ Develop technical competency and provide assistance to clients
+ Participate in continuing professional education programs
+ Serve as a trusted business advisor for clients and associates
+ Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
+ Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
+ Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
+ Understand and effectively use current tax and accounting software applications
+ Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
+ Bachelors degree in accounting or an equivalent combination of education and experience
+ CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
+ 2-3+ years of experience
+ Ability to plan, prioritize, and organize work effectively
+ Ability to balance many projects simultaneously
+ Ability to work under pressure and time deadlines
+ Ability to analyze data and recommend solutions
+ Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-WI-Milwaukee | US-WI-Madison | US-WI-Wausau | US-WI-Green Bay, WI
Job ID 2025-6959
Category Tax
Remote No